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Castle Wealth Management’s Teledyne Technologies TDY Stock Holding History

Castle Wealth Management’s Portfolio TDY Stock Details TDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-68
Closed -$23K – 579
2022
Q3 		$23K Hold
68
– – 0.01% 313
2022
Q2 		$26K Buy
+68
New +$28.3K 0.02% 296

Other funds holding TDY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Castle Wealth Management's TDY Position: Q4 2022 in Review

Castle Wealth Management sold out of Teledyne Technologies (TDY) in Q4 2022, closing a stake of 68 shares — an estimated $23K sold.

Castle Wealth Management first reported a position in TDY in Q2 2022 and held it in 2 quarters. The position peaked at $26K in Q2 2022. 594 funds tracked by Wall St. Rank hold TDY as of Q4 2022.

  • Castle Wealth Management reported no remaining Teledyne Technologies position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 68 Teledyne Technologies shares in Q4 2022, an estimated $23K.
  • Castle Wealth Management first reported a position in Teledyne Technologies in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Teledyne Technologies position peaked at $26K in Q2 2022.
  • 594 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.